Vault-13

MFS INTL DIVERSIFICATION I MDIJX

NTF EQUITY FUNDS · Fund of Funds · CUSIP 55273G298

2 institutional holders +1 vs Q3 2024
121,519121.5k shares reported held*
$2.8mreported value*
0 new 1 added 0 reduced 0 sold out net bought ≈ $27.0k (+1.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.86.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 1Q4 22: 0Q1 23: 1Q2 23: 1Q3 23: 2Q4 23: 1Q1 24: 0Q2 24: 3Q3 24: 1Q4 24: 22Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 20221
Q4 20220
Q1 20231
Q2 20231
Q3 20232
Q4 20231
Q1 20240
Q2 20243
Q3 20241
Q4 20242

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q1 23: 1 bought or addedQ1 23: 0 cut or sold outQ2 23: 0 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 1 bought or addedQ3 23: 1 cut or sold outQ4 23: 0 bought or addedQ4 23: 2 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 1 cut or sold outQ2 24: 3 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 1 bought or addedQ3 24: 3 cut or sold outQ4 24: 1 bought or addedQ4 24: 0 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 202310
Q2 202301
Q3 202311
Q4 202302
Q1 202401
Q2 202430
Q3 202413
Q4 202410

Biggest buyers

Redwood Wealth Management Group, LLC Added +1,181+1.2k

Biggest sellers

None

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Redwood Wealth Management Group, LLC 1.25% of their portfolio MEDFORD, NJ 112,325112.3k $2.6m $2.6m 1.25% Added +1.2k +1,181
2 Anderson Financial Strategies, LLC 0.13% of their portfolio DAYTON, OH 9,1949.2k $210.0k $210.0k 0.13% First filing